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Showing 1 - 10 of 153 results for "Adviser of"

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Advice Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year. Presented as part of the annual FAAA Congress, the awards presented included Adviser ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Award are Teneale Laister, Alman Partners; Bianca Musico, Warr Hunt; and Scott Quinlan, Solace Financial. For the FAAA Adviser of the Year, Melinda Brown, UniSuper Advice; John Cachia, Thriving Wealth; and Rebecca Pritchard, Rising Tide Financial Services ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... on the night. In the wealth management category, Jarrad Page of Right Advice Wealth Management was named Investment Adviser of the Year and Right Advice was named Boutique Advice Firm of the Year. Meantime, Ryan James of Sonder Advisory Group was named ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... outcomes, according to a financial advice expert advocating for better metrics. Mark Bastiaans, the principal financial adviser of AdviceSA, said the current time-weighted cash-flow methodology for the annual test calculates the performance of the superannuation ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... practices based in Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. Gill also teaches the capstone financial ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... years. Jeffrey Wrightson takes on the new role of managing partner. He was previously the managing partner and principal adviser of Sovereign Wealth Partners for nine years. Insight Private Wealth principal Sam Stillone is now the head of growth. Former ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... escalating costs of the Compensation Scheme of Last Resort (CSLR). "This equates to a direct cost to every financial adviser of $4165 on top of what has already been disclosed by the CSLR. This is a huge impost for the financial advice profession that ...

Inaugural FAAA award winners named

CASSANDRA BALDINI  |  WEDNESDAY, 22 NOV 2023
The Financial Advice Association Australia (FAAA) revealed the recipients of its 2023 awards, including Adviser of the Year and Certified Financial Planner Professional of the Year. Celebrating its first awards gala dinner as a merged entity in Adelaide ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Sacha Burchgart, Robin Sandover of The Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory, Iconic Wealth's Kelly King, and Carla Williams of Sufficient Funds are finalists ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
The principal and financial adviser of Skynet Financial Services swindled clients to the tune of $10 million and could face up to 20 years in jail. Terence Rio Nugara, who was permanently banned by ASIC in April, stole $10,152,061.93 from 38 clients ...
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